JNVIX Mutual Fund

JNVIX Mutual Fund

NAV$17.46
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Returns Overview

1 Month
+3.99%
3 Months
+4.81%
6 Months
+2.20%
YTD
+3.76%
1 Year
+1.24%
3 Years (annualized)
+5.21%
5 Years (annualized)
+4.20%
10 Years (annualized)
+8.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JNVIX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell Midcap Total Return Index(^RMCCTR)
This Mutual Fund (YTD)
+3.76%
Peer Avg (YTD)
+9.54%
vs Peers
-5.78%

JNVIX Mutual Fund Performance

JNVIX performance across multiple time periods: 1-month 3.99%, YTD 3.76%, 1-year 1.24%, 3-year 5.21%, 5-year 4.20%, 10-year 8.70%.

JNVIX returns trail the peer average of 9.54% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

JNVIX vs another fund shows side-by-side returns. JNVIX alternatives are available in the Mutual Fund Screener.